en.Wedoany.com Reported - Tencent is attempting to become the gatekeeper of China's mobile AI sector through partnerships with multiple domestic smartphone brands, including Huawei, Xiaomi, and OPPO.
Some device manufacturers have already integrated agent-to-agent (A2A) capabilities. This feature allows the AI assistant on the device to send commands to WeChat, which then executes them to initiate voice or video calls, enabling users to seamlessly set up AI-based calls and messages from within the WeChat app.
This move is not expected to directly impact the mobile AI landscape outside of China, but its revelations about consumer behavior and the competitive dynamics among AI companies, devices, and mobile operating systems will be closely watched. If successful, this collaboration could challenge Apple's mobile phone business in China while negatively affecting Chinese telecom operators.
The mobile voice business has long been in decline, with free calling and messaging services offered by apps like WeChat already impacting the market. Agent-based AI will further eliminate residual friction in the market, thereby further marginalizing operators and distancing them from the thriving operating system and application ecosystem. This trend could also deliver a fatal blow to Chinese operators' RCS-based 5G messaging service. Although it garnered publicity upon its announcement, 5G messaging has not gained widespread traction, with almost no publicly available user data.
The true target of this strategy points to Tencent's AI competitors, including TikTok parent company ByteDance, as well as Alibaba and Baidu, which are seeking entry points into mobile AI. The A2A protocol will ensure that WeChat remains at the core of the AI experience, allowing users to automate or enrich their voice, messaging, and video communications through AI.
For device manufacturers, this means making concessions in operating system control in exchange for a positive AI customer experience. Vendors running Android may need to rebalance their existing partnerships with Tencent. Meanwhile, Huawei and its Harmony OS, currently China's leading domestic mobile operating system, could emerge as winners. Collaboration with a Chinese super app on AI will serve as a positive differentiator for them.
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